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Post by joeypotsandpans on Jan 31, 2018 15:44:35 GMT -5
joeypotsandpans I regularly have long discussions with Osborne regarding MannKind and other biotechs including Arena. He is long Arena with a small position, however, I don't consider it a conflict since he started writing about Arena because of their diet drug years ago. From my limited knowledge of PAH, Arena's drug is considered 'best in class' and if approved will be priced at a premium compared to generic tresprostinil. Osborne does seem to enjoy writing, he is able to create articles in a relatively short amount of time compared to others and does a good job of modelling cash and scripts. Ironically he doesn't seem to make much money writing. As many know I was critical of him, however, despite my personal opinions I knew he was accurate with the cash modelling which as some well known poster knows has troubled me from day one. He writes articles from a traders point-of-view and they are making money trading on binary events. So if you are trader, he offers good information; for investors, not so good news. While he usually puts a negative spin on his articles, he does have a different tone when we talk on the phone.If Osborne could interview Mike, I believe many false assumptions would be corrected and bring some respect from Wall Street. Wishful thinking, but stranger things have happened. Thanks for the clarity on your personal relationship, now one can understand what's behind your change of tone from your initial responses to his articles in the comments section. I've made my point about his conflict of interest and after realizing that any constructive criticism will get you deleted have not spent any more wasted time with him, he does not take criticism well (gets extremely defensive) but certainly loves to dish it out as you know well previously when you were a recipient of it
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Post by joeypotsandpans on Jan 31, 2018 13:50:20 GMT -5
Gee, I wonder if this poll is going to be used to ridicule our company? Gee, I wonder how many of those other CEO's would contact a customer that was having issues with UHC and getting their script obstacles taken care of. For those whining how much they are down, question...who held a gun to your head to make the investment you did, you should put your money in a managed fund if you can't assume responsibility for your own actions. You are lucky to have had Mike come on board of this ship that lost its original captain. Baba, used this poll to praise the company that has helped improve my health and quality of life, that and the above hands on approach is why he received my vote
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Post by joeypotsandpans on Jan 31, 2018 13:30:33 GMT -5
From article: Disclosure: I am/we are long ARNA. Kastanes he at least put this disclosure at the end of the article because he mentions ARNA as a player in that (PAH) market, so would you agree now that he absolutely has a conflict of interest as he owns a potentially competing company in that market? His articles are obviously tilted with FUD inferences, he has backed off somewhat from his earlier inferences of the outright demise of the company now stating a company can go on for long periods of time without filing a BK, but still posts weekly articles on a company that he has "no interest in". Let me ask you Kastanes, why do you think he writes almost 95% of his articles extensively on this company which is a sub $5 stock, just a "hobby" lol as he states? .
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Post by joeypotsandpans on Jan 30, 2018 1:52:40 GMT -5
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Post by joeypotsandpans on Jan 26, 2018 21:18:26 GMT -5
smart, that volume fooled me. nice trade. I think you meant don't let today's volume (a bit above 1/2 of yesterday's) fool you Record SI, and as much as some like to make light of MK statements, IMO there is much to be noted about his alluding to the current SI and the meter that I analogized with it: www.usdebtclock.org/ Look at where the SI was one year ago and where it is today, a 60% increase....what was the percentage increase in dilution?: 1/13/2017 19,582,841 925,564 21.157738 1/12/2018 32,969,296 2,042,484 16.141765 most bookmaker's wouldn't let doubling down and chasing the bet go on for that long so it must be the bookmaker themselves MK: "they shouldn't forget that when this stock was at $1 and they were talking $0 a share and bankruptcy in May/June, I said it would hit $5+ by October. And it hit just under $7 within that time frame. This stock is going to move in a big way. My sincere hope is that it doesn't move too quickly. I would like to see a slow rise with shorts doubling down and throwing more money into their bets. Then ideally the stock is at significantly higher levels and closes out regular hours and then has material news of a major, major variety, which gaps the shares a hundred percent or more in AH and the next day. There will eventually be shorts sent to pasture here." Read more: mnkd.proboards.com/thread/8970/michael-kovacocy-mannkind-comments?page=17#ixzz55KAr6zb0
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Post by joeypotsandpans on Jan 26, 2018 14:19:04 GMT -5
No mincing words there...forecasting another RS to avoid delisting. It would be nice to hear some good news after the close today. Budwell- "Now what With the sales of its inhaled insulin product, Afrezza, failing to pick up in a financially meaningful way after a favorable label change last year, MannKind appears to be a dead man walking at this point. To stave off bankruptcy, the company really has no other option but to continually dilute shareholders -- potentially making yet another reverse split necessary in order to meet the Nasdaq's minimum bid requirement later this year. " Put simply, there is no viable route for MannKind to recapitalize without wiping out current shareholders. And that's why long-term investors may want to cut their losses now, before the company starts issuing shares like crazy to put off the inevitable bankruptcy filing.
No mincing words? I'd say George Budwell is definitively sticking his neck out with words and terms like no viable route, wiping out, and most glaringly inevitable, even SO has gone out of his way when accused of claiming same to state he is not implying an inevitable BK. I am quite surprised that Budwell would use those words and terms as it could potentially come back to haunt him and/or the MF. Need to memorialize that article for future reference, especially if one were to sell based on his article. in·ev·i·ta·ble inˈevidəb(ə)l/Submit adjective 1. certain to happen; unavoidable. "war was inevitable" synonyms: unavoidable, inescapable, inexorable, ineluctable; More noun 1. a situation that is unavoidable. de·fin·i·tive·ly dəˈfinədivlē/Submit adverb decisively and with authority; conclusively.
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Post by joeypotsandpans on Jan 24, 2018 16:39:51 GMT -5
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Post by joeypotsandpans on Jan 21, 2018 16:30:47 GMT -5
We are absolutely on the cusp, when I wave my reader past my arm and other PWD see it they are jotting down the name. I was talking with one T2 yesterday that said she couldn't even stick her fingers anymore and her eyebrows were definitely raised when she saw me read my BG. The Libre was the best recent development that could've happened for T2's, pressure will continue to mount on the insurance side of the equation as real time mgmt. continues to forge ahead. Afrezza/Libre/Vegas Strong
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Post by joeypotsandpans on Jan 21, 2018 12:11:23 GMT -5
What stands out to me is being right next to the Abbott booth and the new Libre that will be on display ....nothing like instant real time BG mgmt.
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Post by joeypotsandpans on Jan 19, 2018 20:20:22 GMT -5
And will they release the data if it turns out the humalog arm did better than the afrezza arm? My point is that the study declares itself to be a pilot study lasting only a month, which automatically means it won't be of any use to impress insurers. Also, the afrezza group appears to get a lot more attention in terms of consultations during the study than the humalog group which appears to get none; I suspect MDs and diabetic researchers will find fault with that. To me it would have been more rational and cheaper to do just an afrezza alone pilot study first to see if, in fact, the drug does produce better PPGE, etc, with the CGM and if it did and if there was an impressive enough difference, then move onto a bigger,longer study comparing to humalog. This is primarily a time in range study. If you can show better time in range using a CGM for a month why would anyone think you can't do it for two or three months or even three years? United Health, Aetna and others want to make money. One of their biggest cost drivers is diabetes. These same companies have pilots with Dexcom, Libre, Apple and fitbit to better monitor. The problem after you monitor is you have to do something. Now our AACE friends say here www.aace.com/sites/all/files/diabetes-algorithm-executive-summary.pdf Insulin is the most potent antihyperglycemic agent on page 8. Why wouldn't you use the best? Well, until afrezza there was a huge concern about hypoglycemia. Thats not the case with afrezza. Moreover we are seeing more results coming in which are showing keeping the T2 in a near non-diabetic range not only stops but can even reverse progression. What insurance company that wants to save money would not be interested in a treatment which has minimal hypoglycemia risk and can reverse diabetes and save them a ton of money in the long run? Where I come from money talks. If you can provide a near cure which is very safe I think they will be interested. After 3 years and no lung issues the waiting time is over, I think they want to play ball. Now, we already know from years and years that Novolog is not great at time in range. We also know from over 60 studies Al Mann did and the clamp study that afrezza has a profile which mimics the natural pancreas and MNKD used that clamp data for the label change. Its not a question of is afrezza faster than Novolog. That ship has sailed. Its on the label. Its a question of proper timing with Novolog and the fact that stacking it is unpredictable. Not so with afrezza, in fact second and even third dosing is encouraged. For years and years some of the best tried to make Novolog/Humalog keep better time in range and they failed. Why should anyone think the trial participants can do better than the experts? Maybe they can but it would be surprising. Very well stated, I am living it each day now!! Each day my daily avg. is improving, if I need a correction dose, no problemo, it's a beautiful thing if I must say so myself....feel like I'm on my own T2 STAT study
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Post by joeypotsandpans on Jan 19, 2018 12:09:53 GMT -5
Well, in typical LA fashion, I arrived late to the game, about 5 mins into first period. I heard this morning that I missed Mike dropping the ceremonial puck with the President of the ADA! Too bad, would have loved to see that. However, I think I'll have an opportunity to see him again soon in a similar circumstance - tossing the coin at the Super Bowl... Anyway, Sports is trying to make that happen. She's very, shall we say, persuasive. More importantly (using Baba sarcasm here for those that get unglued).....Kings lost and the Golden Knights beat Tampa Bay in Tampa...kicked their arses .....I will definitely be letting Mike know he needs to do the same at the T-Mobile arena, we're absolutely packed for the games....actually have a pic of my two sons and better half on the Jumbo-tron the night we went for my birthday, folks behind us had some friends that caught a pic and they sent it to us...of course I was cutoff (probably a good thing after Spiro kept feeding me drinks at dinner lol....)
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Post by joeypotsandpans on Jan 17, 2018 17:10:53 GMT -5
I don't think it's in the financial interest of shorts to post FUD, but many of them do think that -- especially those who post on StockTwits and Yahoo. In my opinion only, I believe there are "longs" on this board who are really short posting unrealistic expectations of the company to create long demand. I remember the days when people were saying that Sam Finta was fictitious and never was in the trials. Then he magically appeared before the ADCOMM panel and gave his very moving testimonial, and also had no conflict of interest (financial) other than his life and keeping this wonderful innovation alive....and they call me a conspiracy theorist regarding the actual conflict of interests inherent with a certain former FDA commissioner and columnists (rolls eyeballs) LOLOL!!
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Post by joeypotsandpans on Jan 17, 2018 14:08:22 GMT -5
Bullish indicator LOL!!
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Post by joeypotsandpans on Jan 16, 2018 15:09:09 GMT -5
Joey, is your Libre covered by insurance? Either way what does it cost you out-of-pocket? (if you don't mind sharing). Thanks. Express Scripts covered it with the reader costing me $65 co-pay and $75/mo. co-pay for the box of 3 10 day sensors. So going forward I am at $125/mo. all in for the 180 ct. (60/60/60) box of Afrezza and the sensors. Both scripts are scheduled with 11 refills.
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Post by joeypotsandpans on Jan 16, 2018 14:55:41 GMT -5
The kids take theirs 10 minutes into a meal, they eat fast. the latest and greatest I read/saw is 20 mins after the start of the meal. I was surprised. vex saids 15 to 20 mins. it was the tube video of Matt B mattdownunder he said 20 mins into the meal. I would do VDEX. So much proof and work there. Teenagers, they do eat fast, they can be done in 10 mins. dosing: www.seventhform.com/vdexdownloads/vdex-whitepaper-072817.pdf page 22. Comments Afrezza’s speed of action is both a blessing and a curse. Clearly, it is a large factor in the safety of the product, but for longer meals, you may need more Afrezza to keep the post prandial levels in check. We recommend follow-on doses. For example, we advise with a standard meal to dose Afrezza 15-20 minutes after the start of the meal, and then another dose of the same size about 45 minutes later. With very long meals, we have even advised patients to administer two follow-on doses, for very tight control.
Read more: mnkd.proboards.com/thread/7878/afrezza-starting-titrating#ixzz54NUHT5aqThis is spot on, this is how I have been dosing and with the Libre it really helps regarding your altitude, I liken the Libre to an altimeter and flying, it lets me know if I need to pull back on the throttle or give it some gas (afrezza) and depending on meal, when and how much. It has only taken me about two weeks with the Libre now to fine tune and hone in keeping my "flight path" closer to in-range. So again, depending on one's metabolism, diet, exercise, etc. it would correlate with timing and frequency of dosing. It varies from day to day depending on the variables. Hope that helps make sense but that is what Vdex is basically saying in the above statement. Here's the bottom line however, having the ability to control spikes with Afrezza and "dial in" has brought my BG avg down over 100 mg/dL (milligrams/deciliter) since I started my readings on 1/3. I so look forward to my next set of labs , can't wait to see quite a few reactions AND collect on some family bets
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